See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,711 | $202,318-25.0% | $172,739-12.2% | $152,861-0.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.89% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,956 | $5,856-49.5% | $5,143-42.5% | $4,762-37.9% |
| Participant deferral / active EE | $4,435 | $5,948-25.4% | $5,198-14.7% | $5,850-24.2% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |